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Bailiwick Group
About the role Working closely with advisers, you will play a key role in supporting the advice process and ensuring a smooth experience for clients. Key responsibilities Supporting advisers with client administration…
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About the role
About the role
Working closely with advisers, you will play a key role in supporting the advice process and ensuring a smooth experience for clients.
Key responsibilities
Supporting advisers with client administration and advice implementation.
Preparing and processing advice documentation, applications, and client correspondence.
Managing client enquiries and following up on requests.
Liaising with product providers, platforms, and external stakeholders.
Maintaining accurate client records and compliance documentation.
Assisting with preparation of advice documents and reports.
Supporting business improvement initiatives as the practice continues to grow.
About you
Strong organisational and administrative skills.
Excellent written and verbal communication.
Attention to detail and the ability to manage multiple tasks.
A positive attitude and willingness to learn.
Confidence using technology and Microsoft Office applications.
Experience with financial planning software and advice processes will be regarded, but we are open to candidates with transferable skills and a desire to build a career in financial advice.
About us
Bailiwick Lifestyle Financial Planners is a boutique advice firm based in Newstead, helping clients navigate superannuation, retirement planning, wealth creation, and personal financial goals. With a close-knit team and a strong commitment to quality advice, we're looking for a Client Services Officer to join our team and deliver outstanding client experiences.
Benefits
Modern Newstead office location.
A supportive and collaborative team environment.
Exposure to experienced advisers and a broad range of client advice matters.
Ongoing professional development and career growth opportunities.
The opportunity to make a genuine impact in a growing business.
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